Managing Your First Project With Rational Quality Manager

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Managing your first project with IBM Rational Quality ManagerSkill Level: Intermediate Michael D. Kelly (mike@michaeldkelly.com) Consultant MichaelDKelly.com

28 Oct 2008 Built on the Jazz platform, IBM Rational Quality Manager is a collaborative, web-based, quality management solution that offers comprehensive test planning and test asset management for the full software lifecycle. IBM Rational Quality Manager is a collaborative, Web-based, quality management tool for comprehensive test planning and test asset management throughout the software lifecycle. It is built on the Jazz platform and is designed to be used by test teams of all sizes. It supports a variety of user roles, such as test manager, test architect, test lead, tester, and lab manager, as well as roles outside of the test organization. This article explains how to set up a new project in Rational Quality Manager and reviews several of the basic things that you can do with it in your projects. For this exercise, you will be testing BookPool.com. It is good to use as an example because it is intuitive (most people have ordered something online) and it has plenty of features and content. Before you start testing, you need to create a new user.

Create a new userTo create a new user, follow these steps: 1. Log in as the default administrator (user name: ADMIN; password: ADMIN).

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2.

If this is the first time that you have started Rational Quality Manager on this server, it can take a couple minutes to load. When the dashboard finishes loading, look for the Admin menu. From that menu, select Jazz User Administration (see Figure 1).

Figure 1. Admin menu

3. 4.

That will load the User Management screen with "Active Users" as the default. On that screen, select Create User. Enter a name (use your name), user ID, and e-mail address (your e-mail address), and then select the appropriate Repository ,Permissions and Client Access Licenses for your new user (see Figure 2).

Figure 2. Creating a new user

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5.

When you are finished, click Save.

Note: Notice that the new user is created with a default password that is the same as the user ID. Later, that user ID and password will be what you use to log in. 6. When the user has been created, you should see the confirmation message that says "User created successfully. Return to Manage Users" (Figure 3).

Figure 3. Confirmation dialog box

7.

When you see that message, click the Return to Manage Users link. You will see the user that you created listed under Active Users.

Plan your testThe test plan in Rational Quality Manager is used to guide the work. It defines the objectives and scope for a test and contains the criteria to determine when your testing is complete. Here are some of the things that you can do with the Rational Quality Manager test plan: Track reviews, approvals, and test plan status Create and manage test cases and associate them with the test plan Import and track project requirements from external requirements management tools and associate these requirements with test cases, or associate requirements directly in the test plan to track coverage Associate environments (browsers, databases, operating systems, and other items) that are supported and tested by the test plan and use those to generate test configurations and track coverage Size the overall test planning and test execution effort and define schedules for each test iteration Define business objectives, test objectives, quality goals, and entrance

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and exit criteria The plan is designed as a series of templates that you can customize to your own specifications. If there are sections in the test plan that you do not think you will use, simply remove them. If something is missing that you would like to add, you can create your own test plan sections and add them to the template. Follow these steps to see how to create a simple test plan by using the default test plan configuration: 1. Log out of Rational Quality Manager and log back in as the user that you just created. This time when your dashboard loads, you will see your name (assuming that you entered your name when you created the user record). In the left navigation area, click the Planning icon and select Create Test Plan. When the Create Test Plan tab finishes loading, start by entering a name for the test plan in the header and selecting the template type. Set the Template field to Default Test Plan Template. After you have done that, click Save. (Until you get comfortable working in the tool, save early and save often.)

2. 3.

4.

Figure 4 shows the result. Figure 4. Saved Test Plan template

The test plan is segmented into three main sections: Header (shown in Figure 4) Table of Contents (where you manage the sections in your test plan) Section detail area (thats where the work gets done) In each section, you will see a Work Item with a Create link. 5. In the Summary section (which is where your cursor should be by default), click the Create link.

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6.

This brings up the Create Work Item dialog view (Figure 5). All you need to do is to select an owner and a due date. When you have done that, click OK.

Figure 5. Create Work Item dialog

This action does two things: First, it creates a task link in the Work Item field where the Create link used to be. Second, it creates a work item that is assigned to you for tracking something that you need to do. Note: You do not need to navigate all 15 sections of the default test plan now. All you need in the plan is basic information so that you can navigate through the key features of the tool. 7. Next, navigate to the Requirements section and click the Add New Requirement icon: This will open a form for entering requirement details. Under the Overview tab, enter a Summary and a Description.

8.

This example also includes a requirement for the Subject navigation panel on the BookPool.com home page, with details copied from that Web site into the form. Figure 6 shows the completed information: Summary: The top left-hand navigation for the site Overview tab, Details section: Type: Requirement (selected from drop-down menu) Severity: Major (selected from drop-down menu)

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Owned by: Unassigned (drop-down menu option) Created by: (filled in by default) Description: "The site should be searchable by subject, with the following subjects available:" Figure 6. Requirement details

9.

You can add any requirement. When you are finished, click Save.

You should see your requirement added to the table in the section detail, as Figure 7 shows. Notice the link under the Status ID column. (But do not click it, because it is

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another Work Item link, and you' will see more on that later in this article). Figure 7. Details table

10. Next, navigate to the Test Cases section and click the Add New Test Case icon: 11. This will open a form for entering test case details. Enter a Name, Description, Template, and Owner. This example shows a test case added for the navigation panel referenced in the requirement added previously (see Figure 8). Figure 8. New Test Case details

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Note: You have the option to enter Category, Function, and Theme. Those three values are included to give you a way to classify test cases for subsequent grouping and reporting. On a default installation, the drop-down menus beside those fields are probably blank. When you log in as an administrator, you can assign values to them by going to Admin > System Properties > Test Case Categories, or you can simply click the Manage Test Case Categories icon, which is available in both the test plan and test case views:

12. Before you move on, make sure that you enter a Weight. The idea behind setting a weight for a test case is that not all test cases are equal; some are more important than others. Later, after you run the test, you can use the weight to distribute your results (youll see that in what follows). If a test marginally passes, but some things dont fully work, you can say 70% pass, 30% fail by using the weight sliders. With a weight of 1, this is impossible. That is why using a scale of 1-100 works well. 13. When you are finished, click OK. You should see your test case added to the list in the section detail (Figure 9). Figure 9. Test case added to the Details section

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14. That should be enough to get you going, so click Save again. After saving, you can close the test plan tab by clicking the X icon next to the test plan name: Or, you could dig into specific work items contained in your test plan by selecting them directly from the plan.

Navigate the dashboard and viewletsSo far, you have a test plan, a single requirement, a single test case, and a single task. In this section, you learn where to find those items and how to work with them. In many enterprise-level tools, one of the biggest challenges can be tracking the work assigned to you. Rational Quality Manager helps with that by providing customizable dashboards that can help you not only track project status but also keep track of the work you and the rest of the team need to do. Navigate back to the default dashboard to see some of the default viewlets: 1. 2. Either close your test plan or simply click the Home tab to return to the default dashboard. When you get there, you may need to refresh the view to get the update that shows the work that you just did. To do that, simply click the Refresh button: One of the first viewlets to load, under the Welcome viewlet, should be one titled My Tasks. That viewlet should contain both the test case and the test plan section documentation task that were created earlier.

3.

Figure 10. My Tasks viewlet

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Selecting any of those links takes you directly to the work item so you can work on it. 4. Below that, you should see a summary of your current requirements coverage (Figure 11). Notice the test coverage is bad right now (0%), but that is OK, because it is only one requirement at this point. The goal to reach by the end of this exercise is 100%.

Figure 11. Status of current requirements coverage

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Tip: Clicking on this viewlet takes you to a more detailed reporting tool for requirements coverage where you can customize parameters for reporting. 5. You should also see an "Execution status per tester" chart and another chart for "Unfinished work item count." They are not included here because they are large and, at this point, not very exciting.

You will see additional viewlets for defect tracking and test execution. The goal here is to get those to populate before you finish this exercise. However, it is also important that you see how easy it is to create your own viewlets to customize your dashboard.

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Now that you have a request out there, it is time to look at some of the different options that you have to find it. There are two basic ways to monitor requests: The first is the brute force method, which is to look at all the requests and filter based on different criteria. The second method is similar but a bit more elegant, you can add a viewlet to your dashboard. Here, you will add a viewlet, but you can get to the same files by clicking the Lab Management icon and selecting All Requests. To create a Requests viewlet for your dashboard, follow these steps: 6. On your dashboard (the Home tab), click the down arrow on the General tab (Figure 12) and select Add Viewlet.

Figure 12. Adding a viewlet to the dashboard

7.

In the resulting viewlet explorer, select Work Item Statistics under Quality Manager and click Add viewlet.

Figure 13. Viewlet explorer

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8.

This should add the Work Item Statistics viewlet to your dashboard, probably at the top of the screen. You can move it around, but wherever it is, you should see a message stating "No work item query defined" yet. To define a query, click the Select a query link in that status message (Figure 14).

Figure 14. Work Item Statistics viewlet status message

The first thing that you need to do is to select the query that you want to run. To keep this example fairly simple, you wll use one of the predefined queries. 9. Click Edit next to the Query field, where you can select any of the predefined queries in the Work Item Queries view. For this exercise, selected Open assigned to me.

Figure 15. Select a query to run

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10. When you have selected the query, click OK. This carries your query over to the viewlet settings. 11. Next, under the Preferences tab, select the Parameter that you want to view. For now, select Type from the drop-down menu n...